IC
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IEQ Capital’s SEI Investments SEIC Stock Holding History

IEQ Capital’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,615
Closed -$319K – 1425
2024
Q3 		$319K Buy
4,615
+655
+17% +$43.7K ﹤0.01% 907
2024
Q2 		$256K Sell
3,960
-20
-0.5% -$1.34K ﹤0.01% 844
2024
Q1 		$286K Buy
3,980
+596
+18% +$39.6K ﹤0.01% 785
2023
Q4 		$215K Buy
+3,384
New +$197K ﹤0.01% 821

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IEQ Capital's SEIC Position: Q4 2024 in Review

IEQ Capital sold out of SEI Investments (SEIC) in Q4 2024, closing a stake of 4,615 shares — an estimated $319K sold.

IEQ Capital first reported a position in SEIC in Q4 2023 and held it in 4 quarters. The position peaked at $319K in Q3 2024. 540 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • IEQ Capital reported no remaining SEI Investments position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 4,615 SEI Investments shares in Q4 2024, an estimated $319K.
  • IEQ Capital first reported a position in SEI Investments in Q4 2023 and held it in 4 quarters.
  • IEQ Capital's SEI Investments position peaked at $319K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.